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Crews Bank & Trust’s Wendy's WEN Stock Holding History

Crews Bank & Trust’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.4K Hold
531
– – ﹤0.01% 598
2026
Q1 		$3.69K Hold
531
– – ﹤0.01% 626
2025
Q4 		$4.42K Hold
531
– – ﹤0.01% 580
2025
Q3 		$4.86K Hold
531
– – ﹤0.01% 571
2025
Q2 		$6.06K Hold
531
– – ﹤0.01% 551
2025
Q1 		$7.77K Hold
531
– – ﹤0.01% 526
2024
Q4 		$8.65K Buy
+531
New +$9.69K ﹤0.01% 513

Other funds holding WEN

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Crews Bank & Trust's WEN Position: Q2 2026 in Review

Crews Bank & Trust held its Wendy's (WEN) position steady in Q2 2026 at 531 shares worth $4.4K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Crews Bank & Trust first reported a position in WEN in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.65K in Q4 2024. 59 funds tracked by Wall St. Rank hold WEN as of Q2 2026.

  • Crews Bank & Trust held 531 shares of Wendy's worth $4.4K as of Q2 2026.
  • Crews Bank & Trust left its Wendy's share count unchanged in Q2 2026.
  • Wendy's made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #598 holding.
  • Crews Bank & Trust first reported a position in Wendy's in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Wendy's position peaked at $8.65K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Wendy's as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.